Every 8-K that Ross Stores Inc (ROST) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow ROST and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ROST filings page.
ROSS STORES, INC. (ROST) reported very strong results for the 13‑week quarter ended August 1, 2026, and raised its outlook for the second half and full fiscal year 2026. Second quarter sales rose 13% to $6.26 billion, with comparable store sales up a very strong 10%, primarily driven by higher customer traffic.
Operating income was $1.10 billion, including about $253 million of IEEPA tariff refunds, and operating margin expanded by 610 bps year over year; excluding refunds, operating margin still improved by 205 bps, above the company’s plan. Net earnings were $851 million and diluted EPS were $2.66, including roughly $0.60 per share from tariff refunds, well above guidance of $1.85–$1.93.
For the first six months of fiscal 2026, sales increased 17% to $12.28 billion, with comparable store sales up 13% and diluted EPS of $4.69 versus $3.03 a year ago. Ross opened 47 new stores in the quarter and raised its 2026 new store plan to 115 locations. The company repurchased 1.4 million shares for $319 million in the quarter and continues to target $1.275 billion of buybacks for fiscal 2026. Management now expects third- and fourth-quarter comparable store sales growth of 6%–7% and 4%–5%, respectively, and increased full-year 2026 EPS guidance to $8.61–$8.77, which includes the approximate $0.60 per-share benefit from tariff refunds.
Ross Stores, Inc. reported the results of its May 20, 2026 virtual Annual Meeting of Stockholders. Stockholders elected nine directors to one-year terms expiring at the 2027 annual meeting, with each nominee receiving over 250 million votes in favor.
Stockholders approved the 2026 Equity Incentive Plan, with 257,919,061 votes for, 8,132,534 against, and 415,646 abstentions, and supported the advisory resolution on executive compensation with 246,144,167 votes for and 19,809,647 against. They also ratified Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending January 30, 2027, by 270,432,479 votes for and 15,149,535 against.
Ross Stores, Inc. reported very strong results for the 13‑week first quarter ended May 2, 2026, with sales and profits well above expectations and higher guidance for the rest of the year. Sales rose 21% to $6.0 billion, driven by a very robust 17% increase in comparable store sales versus flat performance a year ago. Operating margin reached 13.4%, ahead of the company’s 11.8% to 12.1% plan, helped by strong traffic and effective merchandising.
Net earnings were $650 million, up from $479 million, and diluted earnings per share climbed 37% to $2.02, significantly exceeding guidance of $1.60 to $1.67. During the quarter, Ross repurchased 1.5 million shares for $319 million and remains on track to buy back $1.275 billion of stock in fiscal 2026. For the second quarter, comparable store sales are forecast to grow 6% to 7%, with projected EPS of $1.85 to $1.93 compared with $1.56 last year. Full‑year fiscal 2026 comparable store sales are now expected to increase 6% to 7% on top of 5% growth in 2025, and EPS is projected at $7.50 to $7.74, up 13% to 17% from $6.61.
Ross Stores reported a strong finish to fiscal 2025, with fourth quarter sales up 12% to $6.6 billion and comparable store sales rising 9%. Operating margin reached 12.3%, above the company’s plan, and diluted earnings per share were $2.00, well ahead of guidance of $1.77–$1.85.
For the full year, sales hit a record $22.8 billion, up 8% from $21.1 billion, with comparable store sales up 5%. Diluted earnings per share were $6.61, versus $6.32 last year; excluding a prior-year facility sale gain and current-year tariff costs, EPS grew about 10%.
The company returned significant cash to shareholders, repurchasing 7.1 million shares for $1.05 billion in fiscal 2025 and completing its existing program. The board approved a new two‑year $2.55 billion repurchase authorization and a 10% increase in the quarterly dividend to $0.445 per share. For fiscal 2026, Ross forecasts comparable sales growth of 3–4% and projects earnings per share of $7.02–$7.36, up from $6.61.
Ross Stores, Inc. announced a planned leadership transition at its Board. Longtime Executive Chairman Michael Balmuth will continue in that role through January 31, 2026, then step down as Executive Chairman and retire from the Board at the same time. He will remain an employee as Senior Advisor from February 1, 2026 through March 31, 2026 to support the transition.
The company expects to reduce the number of authorized Board seats by one, to ten directors, when Mr. Balmuth leaves the Board. In connection with this change, the Board has approved the appointment of K. Gunnar Bjorklund as Chairman of the Board, effective February 1, 2026. Mr. Bjorklund has been a Board member since 2003 and has served as Lead Independent Director since 2023.
Ross Stores, Inc. (ROST) furnished an update on its recent performance by announcing that it issued a press release with financial results for its fiscal quarter ended November 1, 2025. The company provided this information in connection with a current report on Form 8-K dated November 20, 2025.
The press release is included as Exhibit 99.1 and is furnished, not filed, meaning it is not automatically subject to certain liability provisions or incorporated into other securities law filings unless specifically referenced. The filing also lists an interactive data cover page as Exhibit 104.
Ross Stores, Inc. announced a planned CFO transition: current CFO Adam Orvos will retire effective September 30, 2025, and Deputy CFO William Sheehan will become Executive Vice President and Chief Financial Officer and principal financial officer effective October 1, 2025. Mr. Sheehan, age 56 at appointment, has more than 34 years of retail finance experience and has held multiple finance leadership roles at Ross since 2006. He signed a new employment agreement through March 31, 2029, with a $775,000 base salary, a target annual cash bonus equal to 75% of salary, and a restricted stock award with a notional value of $1,200,000 that vests 100% on September 14, 2029. The agreement includes standard senior executive provisions for severance, benefits, confidentiality, non-solicitation, non-disparagement, clawback for restatements, and arbitration.
Ross Stores, Inc. reported that it has released financial results for its fiscal quarter ended August 2, 2025 and has made these results available in a press release dated August 21, 2025. The company furnished this press release as Exhibit 99.1 to the current report, allowing investors to review detailed performance information outside the body of the form itself. The company also included an Inline XBRL cover page data file as Exhibit 104. The report is authorized on behalf of Ross Stores by Executive Vice President and Chief Financial Officer Adam Orvos.